Financial Adviser
· MITCHAM, VIC
Danielle Jane Bloodworth
No disciplinary history on record with ASIC
MITCHAM,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455809
About Danielle Jane Bloodworth
Danielle Jane Bloodworth is a financial adviser based in Mitcham, Victoria, with 21 years of experience in the financial services industry since 2005. Danielle is currently authorised under Emerald Wealth. Danielle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danielle's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Danielle is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services
Financial Planning Association of Australia (FPA)
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2014
ASX Accredited Listed Product Adviser Program
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kappla Professional